ESOP · DOL Form 5500 · 2022
K-Va-T Food Stores, Inc. ESOP
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 8,100
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $20,590
- Avg per participant Low balance/head
Official DOL plan name: K-Va-T Employees Profit Sharing and Stock Ownership Plan · Sponsored by K-Va-T Food Stores, Inc. · Virginia · Retail Trade
$167M in assets, 8,100 participants
K-Va-T Food Stores, Inc.'s K-Va-T Employees Profit Sharing and Stock Ownership Plan reported $167M in total assets and 8,100 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,255 in Retail Trade (9,519 peers)
Coverage in Virginia
K-Va-T Employees Profit Sharing and Stock Ownership Plan covers 8,100 participants in Virginia, 10x the typical Virginia plan (state average ~782 per filing). Assets: $167M.
- #9,255
- in Retail Trade (9,519 peers)
- +9.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
K-Va-T Employees Profit Sharing and Stock Ownership Plan's outsized position by total assets
K-Va-T Employees Profit Sharing and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$166,782,023 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
K-Va-T Employees Profit Sharing and Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K-Va-T Employees Profit Sharing and Stock Ownership Plan lands in the large band (8,100 participants).
Form 5500 schedule snapshot
Filing strip 550421484 · K-Va-T Food Stores, Inc. PY 2022 · ESOP
K-Va-T Employees Profit Sharing and Stock Ownership Plan · $167M · 8,100 · 95th
- ASSETS $167M
- ASSETS 8,100
- ASSETS 95th
- ASSETS ESOP
- ASSETS near E.C. Barton & Company Employee Stock Ownership Plan & Trust
- ASSETS ind #9255
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →
K-Va-T Employees Profit Sharing and Stock Ownership Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $10M |
| Employer EIN | 550421484 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (K-Va-T Food Stores, Inc.)
Sponsor-wide plan assets over time
All K-Va-T Food Stores, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $339M 9.574087122207319% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,641 | $309M |
| 2023 | 2 | 24,594 | $308M |
| 2024 | 2 | 25,516 | $339M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Scale composition for K-Va-T Employees Profit Sharing and Stock Ownership Plan
K-Va-T Employees Profit Sharing and Stock Ownership Plan reports $167M in end-of-year assets across 8,100 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $20,590 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was $10M.
This plan identity (EIN 550421484, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $167M to $147M (-11.6%) while covered participants moved from 8,100 to 11,521 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,100 | $167M | This page |
| 2023 | 11,072 | $141M | Open filing |
| 2024 · index core | 11,521 | $147M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- K-Va-T 401(k) Plan (401(k), $191M, 13,995 participants)
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (ESOP, $147M, 11,521 participants)
K-Va-T Employees Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is E.C. Barton & Company Employee Stock Ownership Plan & Trust in AR ($167M); by covered participants it is Polaris Inc. Employee Stock Ownership Plan in MN (7,981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
Similar participant headcount
Nearest other-state filings by covered participants (8,100 participants); asset peers above are excluded.
- Polaris Inc. Employee Stock Ownership Plan (MN) 7,981 · 119 off
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) 8,221 · 121 off
- Parsons Employee Stock Ownership Plan (CA) 7,804 · 296 off
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) 7,617 · 483 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.